U.S. industrial policy is triggering one of the biggest domestic capex waves in decades, hinged on booming semiconductors and AI infrastructure. There's a visible boost to U.S. activity and GDP as tariffs, subsidies, and national-security priorities pull factory construction and equipment spendingAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, a ...

0:00 美股三大指数集体收跌，道指跌0.08%，纳指跌1.00%，标普500指数跌0.53%。科技股普跌，甲骨文、 博通跌超4%，亚马逊、微软、Meta跌超2%，英伟达、特斯拉、奈飞跌超1%。英特尔逆势涨超3%。热 门中概股多数下跌，纳斯达克中国金龙指数跌0.23%，携程跌超17%，拼多多跌近4%，理想汽车、蔚 来、小鹏汽车、霸王茶姬跌超2%，哔哩哔哩涨超6%。 ...

纳斯达克中国金龙指数收跌0.23%，热门中概股里，美团收跌约4%，拼多多跌3.9%，网易、理想、蔚来、小鹏跌超2%，百度涨0.8%，腾讯涨1%，文远知行 涨1.3%，小马智行涨1.8%，阿里巴巴涨1.9%。 美股三大指数集体收跌，道指跌0.08%，纳指跌1.00%，标普500指数跌0.53%。科技股普跌，甲骨文、博通跌超4%，亚马逊、微软、Meta跌超2%，英伟达、 特斯拉、奈飞跌超1%。英特尔逆势涨超3%。 ...

On Jan. 14, 2026, investors weighed fresh AI server demand signals and foundry wins that sharpen the stakes of Intel’s turnaround.NASDAQ : INTCIntelToday's Change( 3.02 %) $ 1.43Current Price$ 48.72Key Data PointsMarket Cap$236BDay's Range$ 47.42 - $ 49.0052wk Range$ 17.66 - $ 49.00Volume148MAvg Vol91MGross Margin35.58 %Intel (INTC +3.02%), which designs and manufactures microprocessors and related technologies, closed Wednesday at $48.72, up 3.02%. Intel IPO'd in 1980 and has grown 14,867% since going publ ...

Key Points - OpenAI, Anthropic, and SpaceX are preparing for IPOs, with valuations at historical highs: Anthropic at $350 billion, OpenAI at $500 billion, and SpaceX at $800 billion [2] - Ctrip Group is under investigation by China's market regulator for alleged monopolistic practices, but the company claims operations are normal [2] - Tesla's CEO Musk announced the discontinuation of the one-time purchase option for FSD, shifting to a subscription model, and introduced new charging fees in China [2] - Alibaba's Qianwen app has surpassed 100 million monthly active users, with significant growth among students and white-collar workers [3] - Unigroup Guowei plans to acquire 100% of Ruineng Semiconductor and will resume trading on January 15 [5] - Rongbai Technology is under inquiry from the Shanghai Stock Exchange regarding a contract with CATL, leading to a temporary stock suspension [5] - KDDI Telecom is investigating inappropriate transactions within its advertising subsidiaries and has established a special investigation committee [11] - Mercedes-Benz has paused the rollout of its L3 autonomous driving system and is shifting focus to L2++ systems [13] - HSBC is considering selling its Singapore insurance business, which could be valued at over $1 billion [13] - Porsche is in talks to sell its stake in Bugatti-Rimac, with the deal potentially exceeding €1 billion [14]

每经AI快讯，美股三大指数集体收跌，道指跌0.08%，纳指跌1.00%，标普500指数跌0.53%。科技股普 跌，甲骨文、博通跌超4%，亚马逊、微软、Meta跌超2%，英伟达、特斯拉、奈飞跌超1%。英特尔逆 势涨超3%。 ...

本文源自：金融界AI电报 美股三大指数集体收跌，道指跌0.08%，纳指跌1.00%，标普500指数跌0.53%。科技股普跌，甲骨文、 博通跌超4%，亚马逊、微软、Meta跌超2%，英伟达、特斯拉、奈飞跌超1%。英特尔逆势涨超3%。 ...

The AI boom just hit a constraint investors don't talk about enough: you can't ship what you can't build. Demand for AI chips is still surging, but the world's leading foundry, Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), or TSMC, is starting to run out of room.That matters — because when supply, not demand, becomes the bottleneck, the entire power structure of the AI trade begins to shift.When The Kingmaker Runs Out Of CapacityAccording to a report first published by The Information, TSMC has told ...

Intel ( NASDAQ:INTC ) is experiencing a notable rally already in 2026, with the stock up 28% year-to-date, building on last year's 84% rise. ...

In today's rapidly evolving and fiercely competitive business landscape, it is crucial for investors and industry analysts to conduct comprehensive company evaluations. In this article, we will undertake an in-depth industry comparison, assessing Intel (NASDAQ:INTC) alongside its primary competitors in the Semiconductors & Semiconductor Equipment industry. By meticulously examining crucial financial indicators, market positioning, and growth potential, we aim to provide valuable insights to investors and sh ...